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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,451 | $27,936+127.1% | $58,561+8.4% | $75,173-15.6% |
| Participation rate | 34.4% | 38.8%-4.5pp | 50.9%-16.5pp | 67.2%-32.8pp |
| Annual return | 19.24% | 44.21%-25.0pp | 4251.33%-4232.1pp | 160.72%-141.5pp |
| Employer contribution / active EE | $522 | $670-22.0% | $1,053-50.4% | $2,671-80.4% |
| Participant deferral / active EE | $1,704 | $1,202+41.8% | $1,923-11.4% | $4,126-58.7% |
| Admin fee / account holder | $1,585 | $1,727-8.2% | $2,520-37.1% | $5,651-71.9% |